Helping Your Business Clients Send Form 1099s Before the Deadline
Help Your Tax Clients Meet the Deadline to Send Form 1099s
The beginning of tax season is crunch time for businesses. The… Read more
5 Tips for Assisting Unhappy Clients
No tax preparer wants their clients to be unhappy, but frustrations are sometimes unavoidable. Knowing how to deal with… Read more
10 Tips to Increase Client Retention
In some cases, it can be five times more expensive to gain a new customer than to retain an existing one. For successful, sustainable… Read more
Client Retention Reports
A client retention report is an easy way to keep track of your clients and be more connected with them. This tool helps send… Read more
4 Ways to Communicate with Previous Tax Clients
Attracting new clients is essential to any tax business, but it’s equally important to re-engage with clients from… Read more
How to Gain & Nurture Tax Preparation Leads for Your Business
Gaining and nurturing leads is an important factor when growing your tax business. Here’s how you can develop a lead generation… Read more